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Ray Dalio's Eversource Energy (ES) position

Not anymore: Ray Dalio fully exited ES in Q2 2024. The position peaked at $10M in Q2 2022.
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Value at exit
$317K
Shares at exit
5K
Est. average buy price (i)
$78.92
Quarter-end price
$59.77

Estimated trade prices

Average price in quarters with purchases
$83.80
Average prices in quarters with sales
  • Q1 2024: $57.49 (4K shares sold)
  • Q4 2023: $57.65 (201 shares sold)
  • Q1 2023: $78.99 (109K shares sold)
  • Q3 2022: $88.13 (67K shares sold)
  • Q4 2021: $86.02 (892 shares sold)

ES price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$40$60$80$10020222023202420252026Added 608 shares (3.1%) · Q3 2021. Average closing price $86.83 · Price range $79.86–$92.62608sharespurchasedSold 892 shares (4.5%) · Q4 2021. Average closing price $86.02 · Price range $81.84–$91.14892sharessoldAdded 62K shares (325.9%) · Q1 2022. Average closing price $85.52 · Price range $79.70–$89.6662KsharespurchasedAdded 40K shares (49.2%) · Q2 2022. Average closing price $88.84 · Price range $77.98–$93.3040KsharespurchasedSold 67K shares (55.4%) · Q3 2022. Average closing price $88.13 · Price range $77.96–$93.9667KsharessoldAdded 62K shares (114.9%) · Q4 2022. Average closing price $79.31 · Price range $71.68–$85.9562KsharespurchasedSold 109K shares (94.1%) · Q1 2023. Average closing price $78.99 · Price range $72.88–$85.81109KsharessoldAdded 1K shares (17.3%) · Q2 2023. Average closing price $74.47 · Price range $67.92–$80.821KsharespurchasedAdded 2K shares (20.4%) · Q3 2023. Average closing price $66.67 · Price range $57.36–$74.312KsharespurchasedSold 201 shares (2.1%) · Q4 2023. Average closing price $57.65 · Price range $52.46–$63.53201sharessoldSold 4K shares (44.0%) · Q1 2024. Average closing price $57.49 · Price range $52.78–$64.294Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$57.49
Price range · filing quarter
$52.78 – $64.29
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q2 2024 Exited −5K −$314K −100.0% 0 Aug 14, 2024
Q1 2024 Reduced −4K −$239K −44.0% 5K May 14, 2024
Q4 2023 Reduced −201 −$12K −2.1% 9K Feb 14, 2024
Q3 2023 Added +2K +$109K +20.4% 10K Nov 13, 2023
Q2 2023 Added +1K +$88K +17.3% 8K Aug 11, 2023
Q1 2023 Reduced −109K −$8.6M −94.1% 7K May 12, 2023
Q4 2022 Added +62K +$4.9M +114.9% 116K Feb 13, 2023
Q3 2022 Reduced −67K −$5.9M −55.4% 54K Nov 10, 2022
Q2 2022 Added +40K +$3.5M +49.2% 121K Aug 11, 2022
Q1 2022 Added +62K +$5.3M +325.9% 81K May 13, 2022
Q4 2021 Reduced −892 −$77K −4.5% 19K Feb 14, 2022
Q3 2021 Added +608 +$53K +3.1% 20K Nov 12, 2021
Q2 2021 New +19K +$1.6M – 19K Aug 13, 2021
Data through Q2 2024 · filed Aug 14, 2024
13 grouped rows from 13 quarters

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Common questions

Does Ray Dalio own ES?

Not currently. Ray Dalio fully exited ES in Q2 2024, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy ES?

Ray Dalio first disclosed a ES position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ray Dalio sell ES?

Yes. Ray Dalio reduced and then fully exited ES by Q2 2024; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of ES does Ray Dalio own?

None as of the latest filing: Ray Dalio has exited ES. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for ES?

Ray Dalio's estimated average buy price for ES is $78.92, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.